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A screenshot of the AI Portfolio section on 24/7 Wall St. The screenshot above is from 247wallst.com's home page. Beyond podcasts, we publish articles analyzing stocks in the AI Portfolio.
Erika Klauer, a technology equity portfolio manager at Jennison Associates, which has $194 billion in assets under management, discusses the "exciting" opportunities in AI—even after the bull run.
Berkshire Hathaway, the massive conglomerate that he runs, has 29% of its public equities portfolio in one monster AI stock. Continue reading to find out what company this is and if it makes for a ...
Apple now sits at 30% of the company’s entire investment portfolio. Regardless of what other AI stocks Berkshire might dabble in, it’s clear that the company’s big bet is on Apple.
Image source: The Motley Fool. 1. Apple: 44.8% of Berkshire Hathaway's portfolio. Apple (NASDAQ: AAPL) is Berkshire's largest position. The conglomerate spent about $38 billion accumulating shares ...
The firm's most successful investment was a 1997 investment of $6.7 million in eBay for 22.1% of the company. [2] In 2011, it invested $12 million for an 11% stake in Uber, worth $7 billion in 2019 and $9.4 billion in 2023. [3]
The AI revolution may still be in its early innings as tech giants and start-ups invest mountains of cash into AI infrastructure. Cloudflare (NYSE: NET) is focused on AI inference with its global ...
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